Paul Devore
Paul Devore is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Encino, CA, with 53 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
6345 Balboa Blvd., Suite 290, Encino, CA, 91316
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1988Other Business ActivitiesSells Insurance
Paul is the CEO and shareholder of FMS Financial Partners, Inc., spending nearly full-time on registered rep activities, consulting, insurance, and investment advisory services. He also owns Pacific Insurance Management Corp. and is on the board of Partners Insurance, indicating involvement in the insurance industry.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
NFP Advisor Services, LLC
Fortis Investors, INC.Broker
Financial Network Investment CorporationBroker
Fms Securities, INC.Broker
Robert C. Lau and Company, INC.Broker
University Securities CorporationBroker
Pacific Equity Sales CompanyBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.